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火火兔爸
02-04

$英特尔(INTC)$ 现阶段能做或者即将生产类GPU的企业如雨后春笋般的不断涌现。GPU已经不再具有垄断地位，反而是能打的AI服务器用CPU只有英特尔和AMD，而AMD受制于台积电的产能。那么目前能扩产产能的只有英特尔，所以接下来类似于之前的英伟达，具有垄断地位且最具爆发力的就是英特尔。

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飞鹰
·02-04
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18a可能有起量还是有问题你这个推理有漏洞
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- 火火兔爸:
  又没说现在
  02-04 22:58
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